Overview
Once a user is created, information and permissions can be updated and modified whenever needed. The following article details where to go to make modifications to users.
Modify User Information or Settings
Click Administration in the navigation menu, and when the Administration page opens, go to the User Administration tab and select the user’s profile from the Profile dropdown list.
Select your search criteria from the Search By dropdown list, and select the applicable user from your search results.
When the End User Administration page opens, select the relevant tab based on the information or permissions you need to modify:
User Maintenance: Select to change the username, personal details, or contact information.
Supplement & Verification/Order Product: Select to edit the assigned profile type, associated account numbers, the Loan Officer Code, or Branch ID.
Type of End User: Select to modify the user type (Admin Level), available features, products, and search criteria.
Password Assistance: Select to reset a password.
Click Save & Close once changes have been made.
Tip: A temporary password will be created and sent to the user. They will be asked to set a new password for their account.
Disable a User
Tip: You must be an Administrator to disable a user.
Click Administration in the navigation menu, and when the Administration page opens, go to the User Administration tab and select the user’s profile from the Profile dropdown list.
Select your search criteria from the Search By dropdown list, and select the applicable user from your search results.
Go to the User Maintenance tab, and enter the user’s first and last name.
Next, go to the Type of End Users tab, and in the Users Options section, select Disable User.
Click Save and then close.
Note: This action does not delete the user record from the system. The user can be reenabled at a later date.